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HighTower Trust’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

HighTower Trust’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,936
Closed -$234K – 298
2022
Q1 		$234K Hold
1,936
– – 0.02% 212
2021
Q4 		$257K Buy
+1,936
New +$257K 0.03% 201
2017
Q3 		– Sell
-5,723
Closed -$690K – 110
2017
Q2 		$690K Sell
5,723
-123
-2% -$14.7K 0.08% 76
2017
Q1 		$689K Sell
5,846
-430
-7% -$50.5K 0.08% 95
2016
Q4 		$735K Buy
6,276
+84
+1% +$9.98K 0.08% 86
2016
Q3 		$763K Sell
6,192
-208
-3% -$25.6K 0.09% 79
2016
Q2 		$786K Buy
6,400
+359
+6% +$43.1K 0.08% 79
2016
Q1 		$718K Buy
6,041
+116
+2% +$13.3K 0.09% 74
2015
Q4 		$676K Buy
5,925
+623
+12% +$72K 0.09% 82
2015
Q3 		$616K Buy
5,302
+850
+19% +$98.3K 0.1% 74
2015
Q2 		$515K Sell
4,452
-938
-17% -$111K 0.08% 94
2015
Q1 		$656K Sell
5,390
-248
-4% -$30.1K 0.1% 66
2014
Q4 		$673K Buy
5,638
+367
+7% +$43.7K 0.1% 67
2014
Q3 		$623K Buy
5,271
+420
+9% +$49.9K 0.09% 71
2014
Q2 		$579K Sell
4,851
-177
-4% -$20.9K 0.08% 95
2014
Q1 		$588K Sell
5,028
-1,451
-22% -$168K 0.08% 96
2013
Q4 		$740K Buy
6,479
+31
+0.5% +$3.54K 0.1% 98
2013
Q3 		$732K Sell
6,448
-116
-2% -$13.1K 0.11% 74
2013
Q2 		$746K Buy
+6,564
New +$781K 0.12% 54

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

HighTower Trust's LQD Position: Q2 2022 in Review

HighTower Trust sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2022, closing a stake of 1,936 shares — an estimated $234K sold.

HighTower Trust first reported a position in LQD in Q2 2013 and held it in 19 quarters. The position peaked at $786K in Q2 2016. 1,005 funds tracked by Wall St. Rank hold LQD as of Q2 2022.

  • HighTower Trust reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • HighTower Trust sold 1,936 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $234K.
  • HighTower Trust first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 19 quarters.
  • HighTower Trust's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $786K in Q2 2016.
  • 1,005 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2022.

Based on HighTower Trust's 13F filing for Q2 2022, filed 22 Jul 2022.